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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,721 | $43,496-27.1% | $161,489-80.4% | $64,340-50.7% |
| Participation rate | 41.8% | 53.5%-11.7pp | 78.7%-36.9pp | 55.2%-13.4pp |
| Annual return | 8.87% | 20.76%-11.9pp | 89.72%-80.8pp | 24.14%-15.3pp |
| Employer contribution / active EE | $758 | $1,431-47.0% | $4,268-82.2% | $1,862-59.3% |
| Participant deferral / active EE | $883 | $1,996-55.8% | $5,630-84.3% | $2,980-70.4% |
| Admin fee / account holder | $9,798 | $2,330+320.5% | $16,006-38.8% | $3,703+164.6% |